Ask the Community
Connect with other Pipefy users and community experts to get help building great workflows and processes.
- 478 Topics
- 1,502 Replies
Is it possible to show two dates on the calendar view? In our process, we have a Project Completion date and a Project Implementation date. Both dates are important, and it would be great to see them both in the Calendar view. Is it possible? Is it something that can be added? Thanks
I see the option ‘This field is editable on other phases‘ in the phase settings for certain fields. But I do not see that option for connected fields. Is there a way to ensure that a connected field is not edited after it is added to a card?
Hi all I’m trying to find a way to assign a specific email for a specific pipes to have capability to send messages with different email adresses for each pipe, for example :Pipe N°1 => messages send with @emailPipe N°2 => messages send with @otheremailI’ve found the following setting page but i don’t understand how i can assign email at a pipe … Thanks a lot
I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that the card reaches the fina
I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer. I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.
Hello!Some people in our team have been facing the following dilemma: When clicking on a field that has a connection to another pipe, as soon as the startform is opened, the user cannot see the fields that are higher up, showing only the fields from the middle down. This has caused some discomfort for some people on the team, because when they try to scroll up, they sometimes click on the wrong fields or buttons. In some cases they can't access the search bar to add an existing card either. I would like to know if this kind of situation happens with you or anyone in your team. Can you help us? @rebeca.venancio @vitoria_lanes
Hello all !I have a problem with the shared Inbox feature that I want to share with you.When one of my agents answer a client a new card is create. For example:client 1 → pipe email 1 received → card A is createdagent answer pipe email 1 → card B is created The expected was:agent answer pipe email 1 → the answer keeps below card A And the reason I think this happens as you can see in the below image is when I answer an email the pipe e-mail address is on copy and triggers the creation of a new card. Any help there? For me, it doesn´t make any sense to put the destination e-mail (pipe's email) in copy on a reply. Thank you!
Is there a way to restrict the visibility of certain cards to be only visible to certain users? I could imagine a “People on this pipe can only view the cards they are assigned to” or similar. Scenarios:A pipe where invoices to be paid are entered. Certain finance users should not see the invoices that go to salary, or similarly delicate invoices A pipe where users enter e.g. problems with other co-workers, HR has to handle them. If a HR worker is the problem, it should not be visible to him
Community Experts Leaderboard
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.